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AWCI

Alpine Woods Capital Investors Portfolio holdings

AUM $417M
1-Year Est. Return 26.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.59M
3
+$1.49M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.39M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$1.28M

Top Sells

1
+$7.36M
2
+$6.9M
3
+$2.41M
4
CVS icon
CVS Health
CVS
+$1.44M
5
GD icon
General Dynamics
GD
+$842K

Sector Composition

1 Financials 22.95%
2 Healthcare 22.85%
3 Industrials 10.62%
4 Technology 10.6%
5 Consumer Discretionary 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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500
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$7K ﹤0.01%
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